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CIK: 0001906719
Total reported value
$365.7M
$365.7M
43 檔
24.9%
According to the latest 13F quarterly dataset, Lynch Asset Management, Inc. managed an equity portfolio of $365.7M at the end of Q1 2024, spanning 43 distinct U.S. exchange-listed positions.
During Q1 2024, Lynch Asset Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 23.34% | -2.04% | -1.70% | |
| 2 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 6.45% | +0.09% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.10% | +0.09% | — | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.05% | -0.67% | — | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.93% | -0.19% | -3.17% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.64% | -0.20% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | -0.57% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.14% | -0.24% | -2.50% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 2.91% | -0.33% | — | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 2.79% | +3.20% | +1.54% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.65% | +0.37% | +3.64% | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 2.50% | +0.37% | — | |
| 13 | FDX | Fedex CORP | Stock-Industrials | 2.36% | -0.56% | — | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.36% | +1.53% | -6.16% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.17% | -0.22% | — | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.11% | -0.25% | +12.09% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 2.01% | -0.65% | — | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.73% | -0.09% | — | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 1.66% | +0.06% | — | |
| 20 | CI | THE Cigna Group | Stock-Healthcare | 1.64% | -0.20% | — | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.61% | -0.09% | — | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 1.60% | -0.13% | — | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.57% | -0.26% | — | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.55% | +1.34% | +2.34% | |
| 25 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.37% | -0.08% | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.26% | -0.01% | -2.09% | |
| 27 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.19% | -0.02% | +4.68% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.06% | — | — | |
| 29 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.97% | -0.29% | — | |
| 30 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.92% | — | — | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.90% | +0.02% | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.31% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | -0.12% | +3.74% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.15% | +12.12% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.58% | — | +16.19% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.57% | +0.02% | — | |
| 37 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.49% | — | -11.43% | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.47% | -0.04% | +6.80% | |
| 39 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.43% | +0.06% | -42.62% | |
| 40 | ETSY | Etsy Inc | Stock-Consumer Disc | 0.41% | — | +5.00% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | -0.06% | — | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.15% | — | — | |
| 43 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.11% | — | — |
According to official SEC Form 13F filings, Lynch Asset Management, Inc. reported a total U.S. public equity portfolio value of $365.7M across 43 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, NVO, GOOGL) accounted for 24.9% of total reported equity market value during Q1 2024.
During Q1 2024, Lynch Asset Management, Inc.'s top holdings by market value included NVDA (23.3%)、NVO (6.5%)、GOOGL (5.1%). The largest single position, NVDA, represented 23.3% of total portfolio value.
In Q1 2024, Lynch Asset Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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